Ovata Capital Management’s LPL Financial LPLA Stock Holding History

Ovata Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$3.27M	Buy
2020 Q3	–	Sell
2020 Q2	$28K	Buy